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Prudential Financial

1,299 hedge funds and large institutions have $25B invested in Prudential Financial in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 500 increasing their positions, 479 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 90

4% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 479

3% more capital invested

Capital invested by funds: $24.2B → $25B (+$746M)

0.56% more ownership

Funds ownership: 57.58%58.15% (+0.56%)

0% more funds holding

Funds holding: 1,2991,299 (0)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less call options, than puts

Call options by funds: $692M | Put options by funds: $1.21B

Holders
1,299
Holders Change
Holders Change %
0%
% of All Funds
18.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
100
Increased
500
Reduced
479
Closed
90
Calls
$692M
Puts
$1.21B
Net Calls
-$521M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$3.99M +$2.84M +24,063 +272%
AI
302
Atria Investments
North Carolina
$3.85M -$140K -1,183 -4%
EMPI
303
Elo Mutual Pension Insurance
Finland
$3.84M +$176K +1,485 +5%
VA
304
Vident Advisory
Georgia
$3.83M +$3.16M +26,699 +541%
VWM
305
Valley Wealth Managers
New Jersey
$3.72M -$133K -1,124 -4%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$3.7M -$34.3K -290 -0.9%
BC
307
Burney Company
Virginia
$3.7M -$48K -406 -1%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$3.68M -$272K -2,298 -7%
TW
309
TrinityPoint Wealth
Connecticut
$3.58M -$3.67K -31 -0.1%
WI
310
WBI Investments
New Jersey
$3.57M +$1.08M +9,161 +45%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$3.56M +$606K +5,129 +21%
SIS
312
Sound Income Strategies
Florida
$3.48M +$306K +2,585 +10%
XWM
313
Xcel Wealth Management
Florida
$3.41M -$290K -2,455 -8%
LK
314
Lumbard & Kellner
New Hampshire
$3.38M +$80.4K +680 +2%
PCA
315
Providence Capital Advisors
North Carolina
$3.35M +$31.9K +270 +1%
OIM
316
Orca Investment Management
Oregon
$3.34M -$142K -1,205 -4%
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$3.33M -$190K -1,611 -6%
RBA
318
Richard Bernstein Advisors
New York
$3.29M
VVP
319
Venture Visionary Partners
Ohio
$3.28M +$79.6K +673 +3%
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$3.27M -$227K -1,924 -7%
WB
321
WesBanco Bank
West Virginia
$3.27M -$106K -894 -3%
William Blair & Company
322
William Blair & Company
Illinois
$3.25M +$28.8K +244 +0.9%
BEI
323
Benjamin Edwards Inc
Missouri
$3.25M +$3M +25,415 +1,843%
GIBU
324
Gulf International Bank (UK)
United Kingdom
$3.24M -$144K -1,217 -4%
NB
325
NBT Bank
New York
$3.19M -$23.3K -197 -0.7%

PRU Hedge Fund Activity: Q3 2024 in Review

1,299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2024, worth a combined $25B — up 3.1% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new PRU positions and 90 closed out — a net gain of 10 holders — while 500 added to existing stakes and 479 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $150M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $83.4M sold.

  • 1,299 institutional investors held Prudential Financial (PRU) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $25B of Prudential Financial stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 100 funds opened new Prudential Financial positions in Q3 2024 and 90 closed out, a net change of +10 holders.
  • The largest Prudential Financial buyer in Q3 2024 was International Assets Investment Management, an estimated $150M added.
  • The largest Prudential Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2024.